Matthew Heller Portfolio
Invests via Willner & Heller LLC | Managed by Matthew D. Heller, Kenneth L. Willner
Invests via Willner & Heller LLC
Managed by Matthew D. Heller, Kenneth L. Willner
Automatically Tracked
Matthew Heller Profile
Matthew Heller is an accomplished investor-operator with extensive experience in corporate finance and strategic management. He has a strong background in identifying growth opportunities across various sectors, showcasing his ability to drive organizational success. With a proven track record of leadership within both public and private companies, he excels at leveraging industry insights to foster innovation and operational efficiency. His keen understanding of market dynamics positions him as a valuable asset in the evolving landscape of investments and business development.
Matthew Heller is an accomplished investor-operator with extensive experience in corporate finance and strategic management. He has a strong background in identifying growth opportunities across various sectors, showcasing his ability to drive organizational success. With a proven track record of leadership within both public and private companies, he excels at leveraging industry insights to foster innovation and operational efficiency. His keen understanding of market dynamics positions him as a valuable asset in the evolving landscape of investments and business development.
Investment Philosophy & Strategy
A keen eye for growth dynamics distinguishes Matthew Heller in the competitive investment landscape. His entrepreneurial spirit and operational acumen inform his approach to capital allocation, allowing him to unearth promising ventures that align with market trends. By synthesizing insights from diverse sectors, he prioritizes innovative solutions that enhance efficiency and foster sustainable returns. Emphasizing hands-on engagement in decision-making processes, he cultivates a portfolio characterized by adaptability and resilience amid evolving business climates.
A keen eye for growth dynamics distinguishes Matthew Heller in the competitive investment landscape. His entrepreneurial spirit and operational acumen inform his approach to capital allocation, allowing him to unearth promising ventures that align with market trends. By synthesizing insights from diverse sectors, he prioritizes innovative solutions that enhance efficiency and foster sustainable returns. Emphasizing hands-on engagement in decision-making processes, he cultivates a portfolio characterized by adaptability and resilience amid evolving business climates.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
99.04%
Gain -1.75%
Monthly
1.26%
Yearly
16.22%
Drawdown
22.78%
$154.57M
Equity
Holdings
$154.57M
Investment
$98.1M
$61.51M
Profit -$1.57M
Realized
$5.04M
Unrealized
$56.48M
Dividends
$5.86M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.75%
Profit
-$1.57M
Win %
81%
This Week
Compared To Last Week
Gain
0.15%
Profit
$227,295.2
Win %
81%
This Month
Compared to last month
Gain
-2.53%
Profit
-$4.02M
Win %
81%
This Year
Compared to last year
Gain
-2.53%
Profit
-$4.02M
Win %
80%
LITE Lumentum Holdings Inc.
+5.04%
+$11,955.6 
MRVL Marvell Technology, Inc.
+3.44%
+$5,321.8 
AXON Axon Enterprise, Inc.
+3.31%
+$8,075.81 
PLTR Palantir Technologies Inc.
+2.85%
+$43,670.34 
ELV Elevance Health, Inc.
+2.79%
+$11,512.8 
ISRG Intuitive Surgical, Inc.
+2.51%
+$30,466.76 
AMD Advanced Micro Devices, Inc.
+2.47%
+$102,005.67 
NTES NetEase, Inc. American Depositary Receipt
+2.4%
+$9,711.12 
AVGO Broadcom Inc.
+2.27%
+$51,079.11 
STX Seagate Technology Holdings plc
+2.13%
+$4,896.84 
MSFT Microsoft Corp.
+2.1%
+$81,251.54 
MU Micron Technology, Inc.
+1.91%
+$12,804.99 
GEV GE Vernova Inc.
+1.91%
+$6,914.89 
GOOG Alphabet Inc
+1.87%
+$11,759.88 
GOOGL Alphabet Inc
+1.79%
+$63,376.5 
VST Vistra Corp
+1.47%
+$5,619.66 
ICE Intercontinental Exchange, Inc.
+1.45%
+$7,417.44 
IBIT iShares Bitcoin Trust
+1.39%
+$4,436.93 
CI The Cigna Group
+1.17%
+$8,177.4 
AMZN Amazon.com Inc
+1.12%
+$37,702.47 
APP AppLovin Corporation Class A Common Stock
+1.1%
+$8,789.04 
CVX Chevron Corporation
+1.07%
+$4,950.35 
AIQ Global X Artificial Intelligence & Technology ETF
+1.06%
+$6,804.37 
VRT Vertiv Holdings Co
+0.99%
+$7,473.6 
ARM Arm Holdings plc American Depositary Receipt
+0.95%
+$22,823.13 
T AT&T Inc.
+0.94%
+$4,937.84 
ANET Arista Networks, Inc.
+0.88%
+$1,832.7 
V Visa Inc. Class A
+0.77%
+$10,576.5 
SOXX iShares Semiconductor ETF
+0.76%
+$5,476.48 
ABT Abbott Laboratories
+0.7%
+$1,681.28 
MA Mastercard Incorporated
+0.69%
+$3,346.58 
RTX RTX Corporation
+0.69%
+$1,581.37 
META Meta Platforms Inc Class A
+0.68%
+$6,241.03 
AIS VistaShares Artificial Intelligence Supercycle ETF
+0.63%
+$4,595.22 
IYW iShares U.S. Technology ETF
+0.58%
+$8,888.94 
RPG Invesco S&P 500 Pure Growth ETF
+0.55%
+$3,812.38 
PEXL Pacer US Export Leaders ETF
+0.54%
+$1,765.1 
GD General Dynamics Corporation
+0.53%
+$4,038.5 
CEG Constellation Energy Corporation
+0.53%
+$3,517.72 
NXPI NXP Semiconductors N.V.
+0.48%
+$2,011.68 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.47%
+$2,089.15 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$4,244.1 
TXN Texas Instruments Inc
+0.45%
+$900.43 
XLK State Street Technology Select Sector SPDR ETF
+0.43%
+$1,716.12 
VOOG Vanguard S&P 500 Growth ETF
+0.4%
+$1,318.2 
CDNS Cadence Design Systems, Inc.
+0.38%
+$815.22 
QQQ Invesco QQQ Trust, Series 1
+0.37%
+$6,991.36 
IWP iShares Russell Mid-Cap Growth ETF
+0.3%
+$4,705.57 
THC Tenet Healthcare Corporation
+0.29%
+$686.86 
FPX First Trust US Equity Opportunities ETF
+0.29%
+$719.04 
IWF iShares Russell 1000 Growth ETF
+0.29%
+$13,464.32 
VUG Vanguard Growth ETF
+0.29%
+$2,945.39 
IWY iShares Russell Top 200 Growth ETF
+0.27%
+$561.75 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$4,791.36 
KO The Coca-Cola Company
+0.21%
+$687.31 
VOT Vanguard Mid-Cap Growth ETF
+0.16%
+$937.65 
FTNT Fortinet Inc.
+0.15%
+$2,485 
BALI iShares Adaptive Large Cap ETF
+0.12%
+$255.88 
NVDA NVIDIA Corporation
+0.12%
+$10,332.48 
SYNA Synaptics Incorporated
+0.12%
+$565.65 
RAAX VanEck Real Assets ETF
+0.11%
+$347.18 
ADP Automatic Data Processing Inc.
+0.1%
+$496.5 
LMT Lockheed Martin Corporation
+0.09%
+$494.1 
SPYI NEOS S&P 500 High Income ETF
+0.03%
+$57.54 
EME EMCOR Group, Inc.
+0.01%
+$60.9 
BRK-B Berkshire Hathaway Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-3.18%
-$10,737.94 
BX Blackstone Inc.
-2.77%
-$18,269.55 
MRK Merck & Co., Inc.
-2.38%
-$23,520.48 
LLY Eli Lilly and Company
-2.29%
-$24,758.99 
FDX FedEx Corporation
-2.14%
-$7,146.27 
MS Morgan Stanley
-2.11%
-$20,334.62 
LOW Lowe's Companies Inc.
-2.03%
-$6,822.99 
LRCX Lam Research Corporation
-1.94%
-$54,332.48 
NFLX Netflix, Inc.
-1.87%
-$5,020.68 
MLM Martin Marietta Materials, Inc.
-1.81%
-$8,551.2 
HD The Home Depot, Inc.
-1.72%
-$11,129.47 
AAPL Apple Inc.
-1.71%
-$106,937.67 
BLK BlackRock, Inc.
-1.63%
-$4,450.07 
CSX CSX Corporation
-1.58%
-$7,395.2 
XBI SPDR S&P Biotech ETF
-1.56%
-$3,081.6 
WMT Walmart Inc.
-1.54%
-$15,461.6 
WELD Tema U.S. Manufacturing & Reshoring ETF
-1.48%
-$3,939.39 
WFC Wells Fargo & Company
-1.46%
-$6,192.64 
JNJ Johnson & Johnson
-1.3%
-$4,573.11 
UTHR United Therapeutics Corporation
-1.25%
-$2,912.47 
CGNX Cognex Corporation
-1.24%
-$3,413.73 
BAC Bank of America Corporation
-1.23%
-$4,563.98 
BKNG Booking Holdings Inc.
-1.13%
-$3,575.18 
CRWD CrowdStrike Holdings, Inc.
-1.13%
-$14,701.8 
PAVE Global X U.S. Infrastructure Development ETF
-1.09%
-$10,770.5 
CTAS Cintas Corporation
-1.04%
-$5,601.9 
SBUX Starbucks Corporation
-1.01%
-$3,753.56 
CATY Cathay General Bancorp
-1.01%
-$26,672.54 
PH Parker-Hannifin Corporation
-0.96%
-$2,970.5 
CAH Cardinal Health Inc.
-0.92%
-$2,650.12 
AXP American Express Company
-0.91%
-$2,679.98 
TMO Thermo Fisher Scientific Inc.
-0.88%
-$6,455.26 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
-0.87%
-$4,046.4 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.86%
-$3,348.99 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.83%
-$3,031.93 
JPM JPMorgan Chase & Co.
-0.79%
-$15,470.91 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.77%
-$4,295.86 
TSCO Tractor Supply Company
-0.77%
-$1,679.55 
PG Procter & Gamble Co
-0.75%
-$5,965.27 
DFAT Dimensional US Targeted Value ETF
-0.72%
-$9,644.1 
IDMO Invesco S&P International Developed Momentum ETF
-0.72%
-$2,684.72 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.7%
-$6,607.9 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.67%
-$5,226.93 
GS The Goldman Sachs Group, Inc.
-0.63%
-$15,633.79 
EFA iShares MSCI EAFE ETF
-0.63%
-$2,035.15 
EW Edwards Lifesciences Corporation
-0.62%
-$1,399.2 
CZA Invesco Zacks Mid-Cap ETF
-0.61%
-$4,152.64 
AMAT Applied Materials, Inc.
-0.6%
-$14,559.81 
VOLT Tema Electrification Fund
-0.58%
-$1,880.34 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$6,955.14 
VIG Vanguard Dividend Appreciation ETF
-0.58%
-$5,495.07 
FYC First Trust Small Cap Growth Fund
-0.58%
-$6,319.64 
ABBV AbbVie Inc.
-0.56%
-$8,339.1 
ASML ASML Holding N.V. New York Registry Shares
-0.54%
-$8,892.4 
DON WisdomTree U.S. MidCap Dividend Fund
-0.54%
-$1,223.88 
AMGN Amgen Inc.
-0.52%
-$4,112.64 
GILD Gilead Sciences Inc.
-0.51%
-$3,539.7 
IWS iShares Russell Mid-Cap Value ETF
-0.51%
-$3,383.38 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.51%
-$1,983.02 
IJS iShares S&P Small-Cap 600 Value ETF
-0.5%
-$1,883.7 
CSCO Cisco Systems, Inc.
-0.5%
-$2,534.68 
VOE Vanguard Mid-Cap Value ETF
-0.49%
-$5,408.64 
ISRA VanEck Israel ETF
-0.47%
-$1,318.5 
FVD First Trust Value Line Dividend Index Fund
-0.44%
-$2,427.48 
IJR iShares Core S&P Small-Cap ETF
-0.42%
-$2,141.48 
GDX VanEck Gold Miners ETF
-0.42%
-$1,342.2 
PWV Invesco Large Cap Value ETF
-0.41%
-$7,132.48 
YUM Yum! Brands, Inc.
-0.39%
-$1,252.22 
VYM Vanguard High Dividend Yield ETF
-0.38%
-$2,066.68 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.38%
-$5,838.3 
AUSF Global X Adaptive U.S. Factor ETF
-0.37%
-$1,104.09 
WTV WisdomTree U.S. Value Fund
-0.37%
-$1,811.81 
IWD iShares Russell 1000 Value ETF
-0.36%
-$1,865.44 
XMHQ Invesco S&P MidCap Quality ETF
-0.35%
-$1,383.29 
PFN PIMCO Income Strategy Fund II
-0.35%
-$275.27 
IWO iShares Russell 2000 Growth ETF
-0.34%
-$1,860.22 
FAD First Trust Multi Cap Growth Fund
-0.33%
-$3,929.16 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.31%
-$2,892.47 
COST Costco Wholesale Corporation
-0.3%
-$1,850.82 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.3%
-$4,544.69 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.27%
-$2,027.68 
MCD McDonald's Corporation
-0.25%
-$1,190.02 
RDVY First Trust Rising Dividend Achievers ETF
-0.23%
-$12,509.7 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
-0.23%
-$1,774.55 
TRV The Travelers Companies, Inc.
-0.2%
-$880.38 
TEL TE Connectivity plc
-0.19%
-$426.66 
JSML Janus Henderson Small Cap Growth Alpha Fund
-0.19%
-$2,222.41 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-0.14%
-$983.08 
WCMI First Trust WCM International Equity ETF
-0.13%
-$787.27 
LHX L3Harris Technologies, Inc.
-0.13%
-$334.44 
VBK Vanguard Small-Cap Growth ETF
-0.12%
-$1,526.44 
BBSI Barrett Business Services Inc.
-0.07%
-$1,058.41 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$81.19 
VOO Vanguard S&P 500 ETF
-0.03%
-$130.24 
QWLD SPDR MSCI World StrategicFactors ETF
-0.01%
-$67.48 
IVV iShares Core S&P 500 ETF
-0.01%
-$92.19 
VUSE Vident U.S. Equity Strategy ETF
-0.01%
-$107.01 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$203.16 Events
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Dividends
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| Trades 2196 | Longs Won 1495/2196 68% | Profit Factor 7.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $148,414.18 |
| Average Win $47,459.96 | Best Trade (Jul 22) $2.96M | Sharpe Ratio -10.25 |
| Average Loss -$13,463.89 | Worst Trade (Dec 30) -$293,861.82 | Z-Score 17.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 6d | Expectancy $28,012.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Matthew Heller?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.61M, Lam Research Corporation - $1.56M, Broadcom Inc - $963,377.49, Advanced Micro Devices, Inc - $749,858.03, and Applied Materials, Inc - $671,092.62. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Incorporated - $534,981.91, ServiceNow, Inc - $371,665.85, Synaptics Incorporated - $353,201.84, Pfizer Inc - $350,671.86, and The Walt Disney Company - $319,173.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Heller's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.86M earned over time. The largest contributors to dividend income include Cathay General Bancorp - $275,511.46, AbbVie Inc - $208,097.23, NEOS S&P 500 High Income ETF - $170,496.94, First Trust Rising Dividend Achievers ETF - $149,145.86, and First Trust Enhanced Short Maturity Fund - $147,489.56. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Heller's monthly returns?
Matthew Heller's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Matthew Heller's strategy be considered aggressive or moderate?
Matthew Heller's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Matthew Heller's strategy?
Matthew Heller's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
